Purchases and Sales Made in Q3 2024 in First Tr Value Line Divid Inde (FVD)
This table provides information about the institutional ownership of First Tr Value Line Divid Inde (FVD) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR VALUE LINE DIVID INDE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-352- 3.87% |
$14.2K - $16K
|
8.75K
$407K
|
|
|
Nov 08, 2024
Q3 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-367- 0.78% |
$14.8K - $16.7K
|
46.9K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-370- 1.87% |
$15K - $16.8K
|
19.4K
$902K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
SELL
|
- |
-377- 1.43% |
$15.2K - $17.1K
|
26K
$1.21M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-397- 1.55% |
$16.1K - $18.1K
|
25.3K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-411- 1.11% |
$16.6K - $18.7K
|
36.5K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-412- 1.39% |
$16.7K - $18.7K
|
29.2K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-423- 5.59% |
$17.1K - $19.2K
|
7.15K
$332K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-437- 7.0% |
$17.7K - $19.9K
|
5.8K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-442- 94.65% |
$17.9K - $20.1K
|
25
$1.16K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-444- 1.45% |
$18K - $20.2K
|
30.1K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-445- 2.7% |
$18K - $20.2K
|
16K
$744K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-449- 3.56% |
$18.2K - $20.4K
|
12.2K
$566K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-450- 5.41% |
$18.2K - $20.5K
|
7.87K
$366K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-458- 2.81% |
$18.5K - $20.8K
|
15.8K
$737K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-460- 2.02% |
$18.6K - $20.9K
|
22.3K
$1.04M
|
|
|
Nov 05, 2024
Q3 2024
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-495- 23.46% |
$20K - $22.5K
|
1.62K
$75.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-497- 0.9% |
$20.1K - $22.6K
|
54.6K
$2.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-505- 0.65% |
$20.4K - $23K
|
77.3K
$3.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-511- 0.63% |
$20.7K - $23.2K
|
80K
$3.72M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-514- 21.5% |
$20.8K - $23.4K
|
1.88K
$87.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-519- 8.41% |
$21K - $23.6K
|
5.65K
$263K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-559- 0.58% |
$22.6K - $25.4K
|
96.4K
$4.48M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-570- 0.2% |
$23.1K - $25.9K
|
285K
$13.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-582- 8.57% |
$23.5K - $26.5K
|
6.21K
$289K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-589- 1.38% |
$23.8K - $26.8K
|
42.1K
$1.96M
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-592- 3.83% |
$23.9K - $26.9K
|
14.9K
$691K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-615- 0.79% |
$24.9K - $28K
|
77.6K
$3.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-622- 23.72% |
$25.2K - $28.3K
|
2K
$93K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-631- 2.3% |
$25.5K - $28.7K
|
26.8K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-631- 4.4% |
$25.5K - $28.7K
|
13.7K
$638K
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-631Closed |
$25.5K - $28.7K
|
0
$0
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-631- 12.46% |
$25.5K - $28.7K
|
4.44K
$206K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-655- 0.38% |
$26.5K - $29.8K
|
171K
$7.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-679- 3.02% |
$27.5K - $30.9K
|
21.8K
$1.02M
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-691- 0.94% |
$28K - $31.4K
|
73.1K
$3.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-700- 1.38% |
$28.3K - $31.8K
|
50.1K
$2.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-714- 5.38% |
$28.9K - $32.5K
|
12.5K
$583K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-721- 37.73% |
$29.2K - $32.8K
|
1.19K
$55.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-800- 7.97% |
$32.4K - $36.4K
|
9.23K
$429K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-816- 3.5% |
$33K - $37.1K
|
22.5K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-840- 7.14% |
$34K - $38.2K
|
10.9K
$508K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-889- 0.74% |
$36K - $40.4K
|
120K
$5.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-929- 9.91% |
$37.6K - $42.3K
|
8.44K
$393K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-951- 17.71% |
$38.5K - $43.3K
|
4.42K
$205K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.01K- 9.91% |
$40.7K - $45.8K
|
9.15K
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.02K- 5.78% |
$41.1K - $46.2K
|
16.5K
$769K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.03K- 4.41% |
$41.6K - $46.8K
|
22.3K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.05K- 10.65% |
$42.6K - $47.9K
|
8.83K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.08K- 5.03% |
$43.7K - $49.1K
|
20.4K
$948K
|